Greater Boston Summit 2024

Sponsorship Opportunities

Greater Boston

Exit Planning Exchange Summit 2024

It is with great pleasure that we kick off this year’s Summit for the Greater Boston chapter of the Exit Planning Exchange (XPX). The Summit provides a unique opportunity each year to help our members and guests share valuable insights and deepen relationships with like-minded professional advisors. While exit planning serves a key tenant of the organization’s overall purpose, our mandate spans well beyond transactional relationships with clients. Instead, our goal is to help professional advisors find the knowledge, tools and/or relationships they need to help clients solve problems throughout the company lifecycle at catalyst moments where change is needed.

Before delving into this year’s content, we want to thank our many stakeholders and volunteers. Nutter Law again serves as our Annual Summit Sponsor, providing us all with an incredible venue today. Our XPX Summit Committee has worked diligently the past 6 months preparing today’s powerful programming and complicated unseen logistics. Our various Summit sponsors have provided tremendous support for the day’s festivities. And we would not be here without our XPX members and guests joining today for our annual “super bowl.” Thank you, all!

For this year’s Summit, we decided to pursue a series of intimate interviews and talks that provide different perspectives on the overall theme, “Helping Advisors Engage Better – Acquiring and Retaining Clients.” On this journey, you will hear about why business leaders hire or fire you, about key technologies useful for today and tomorrow, about softer skills that are critical to engagement success, about advisors transitioning their practices and about the current economic landscape.

We hope you walk away today with 2-3 points that will help you engage better with your clients in your unique professional niche. We also hope you use the opportunities to build upon existing professional relationships and develop new ones. Enjoy today’s festivities and thank you again for joining us!

All the Best,​
Dave Poulin – XPX GB President
Greg Romero – Summit Chair


Check In & Networking Lunch

11:30am - 12:30pm

Welcome & Introductions

12:30pm - 1:00pm

Session 1


“Why I Hired You, Why I Fired You”

Host/Moderator: Gaby Jenkins, Co-Founder,
Waypoint Growth Advisors

Sharing Their Expertise:

- Tim Anderson, CEO of Vertical Mechanical Group

Session 2

1:45pm - 2:30pm

“AI and Business Strategy: A Masterclass for Advisors”

Introduction: Paul Schmid, Partner at ArentFox Schiff LLP


“Ted-Talk” Speaker:

- Luis Cortes, Marketing Executive at Red Hat (IBM), AI expert, investor and serial entrepreneur

Networking Break

2:30pm - 3:00pm

Session 3

3:00pm - 3:45pm

"Building Better Client Relationships"

Host/Moderator: Greg Romero, Founder and Principal of Romero Solutions Group

Sharing Their Expertise:

- Victoria Nessen, Director of Marketing and Growth, CFAR: Coaching and Consulting

- Ken Foraste, Chief Executive Officer of The Coyle Company

Session 4

3:45pm - 4:30pm

“Keeping Clients Happy While You Transition Your Practice”

 Host/Moderator – Josh French, Partner at Nutter, McClennen & Fish

Sharing Their Expertise:

- Sarah Grossman, Principal and Owner of BayState Business Brokers

Closing Speaker

4:30pm - 5:00pm

“State of the Economy”

Sponsor Introductions:

- Derek Mohamed, MD, Private Wealth Advisor & Leland Mindnich, VP, Private Wealth Advisor of Mohamed Merola Private Wealth (JP Morgan)


Sharing Their Expertise:

- Stephen Jury, Senior Strategist at JP Morgan

Networking Reception

5:00pm - 7:00pm

Summit Venue Host

Summit Sponsors